Close the Gap & Get Your Share: How Immigrants and Their Families Can Build and Pr

Name: Close the Gap & Get Your Share: How Immigrants and Their Families Can Build and Pr
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مواصفات Close the Gap & Get Your Share: How Immigrants and Their Families Can Build and Pr

الوصف
مواصفات المنتج

رقم الكتاب المعياري الدولي 13: 9781637743942
رقم الكتاب المعياري الدولي 10: 1637743947
الناشر: Matt Holt
وصف الكتاب: "Close the Gap & Get Your Share is a step-by-step guide to generating and passing on wealth in the US-dispelling financial myths and offering a secure path to building generational wealth"--
عن المؤلف: Dr. Julio Cacho is the founder and chief investment officer of Quantor Capital, a Houston-based asset manager, and the co-chief investment officer of Inscription Capital, a registered investment advisory firm managing over $1.4 billion. He provides highly personalized financial advice to family offices, financial advisors, bankers, asset managers, institutions, and wealthy individuals on their investment portfolios and financial products. Julio was born in Puebla, Mexico, and after watching many peers and acquaintances fall victim to the common Mexican idiom, After the third generation, you lose all your money, he dedicated his life to teaching others about generational wealth and effective investment strategies. He has more than twenty years of combined professional and academic experience in financial statistical research, optimal investment selection, and investment risk management.Julio holds a master of finance and doctor of philosophy in investment portfolios from Princeton University. He received a BSC in actuarial science and an MA in economics with highest honors from ITAM in Mexico City.Cole Conkling is a Managing Director at Inscription Capital, a registered investment advisor located in Houston, Texas, which has over $1.4 Billion in assets under management. Cole also serves as a Partner and Managing Director of Quantor Capital, an asset manager, in Houston, Texas. Cole was born and raised in Houston, Texas. He received his B.A. in Biology from The University of Texas at Austin in 2005, and his J.D. from The University of Houston Law Center in 2010, where he graduated cum laude, served as the Energy Editor of The Houston Journal of International Law, and was a member of the Order of the Barons. Cole joined Quantor Capital in April 2019, and Inscription Capital in March 2020. He currently holds a Series 65 license (investment advisor). He is an avid writer of blogs and papers for his two investment firms and is also a co-host of the podcast Now Know This, which covers investing, economics, and investor behavior. Cole lives in Houston, Texas with his wife and two daughters.Juan Carlos Herrera is a managing director of Inscription Capital and co-host of an upcoming iHeartRadio series on Latinx financial literacy. After graduating from the University of Texas in Austin, Juan Carlos began his financial career in Madrid, Spain, working for a boutique consulting firm. In 2006, Juan Carlos came back to the United States and joined Citigroup, where he held positions in wealth management and private banking for affluent families. In 2008, Juan Carlos left Citi to start a quantitative hedge fund, QL Capital Management. While there, Juan Carlos helped design, develop, and trade unique short-term trading strategies that invested in over eighty markets.Juan Carlos has a BA from the University of Texas at Austin and currently holds a Series 65 license and three FINRA licenses.
اللغة: English
الكاتب: Julio Cacho
Language: English
تاريخ النشر: 8/1/2023
عدد الصفحات: 288.0